Steve Burke

speaker
449 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Steve Burke’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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I think you could make that argument, but I also think that NVIDIA is more likely pulling a lot of those strings despite being the customer to very few suppliers.
Yeah, I do think...
I do think the prices go up.
I mean, we're, you know, with Nvidia on the consumer side too, you can look at that as a gauge.
They were supposed to launch their refresh of consumer GPUs like a year ago or something almost.
And not quite a year ago at close.
And like rumors ran of 2025, then it was first quarter, 2026.
And then the rumors were, they were all canceled.
And the reason for that is because this particular type of refresh, they call the super series is,
normally you see an increase in memory capacity at roughly the same price, or you see a decrease in price at the same capacity.
And right now, neither of those things is possible.
And so NVIDIA hasn't shipped the card.
It may come out at some point, but for now they've delayed that indefinitely.
And so to your point, it does start to self-cannibalize, right?
Where like they are the reason that their own refresh for consumer can't come out, right?
Yeah, well, the current generation has already gone up in terms of, like, real-world pricing, and officially they haven't changed their MSRP from launch, you know, but it's, I mean, a lot of this stuff.
The 5090 is...
I guess technically sometimes you can get them at MSRP, but more often they're like two to.
I mean that I would.
Well, and then you get the weird lease back stuff, right?
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